PIA

Panoramic Investment Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.59M
3
+$4.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.78M
5
ABT icon
Abbott
ABT
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 6.31%
2 Healthcare 5.14%
3 Financials 3.56%
4 Consumer Staples 3.05%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.12%
+44,556
27
$1.06M 1.09%
+31,854
28
$1.04M 1.06%
+7,989
29
$1.02M 1.05%
+29,937
30
$988K 1.01%
+20,425
31
$987K 1.01%
+38,132
32
$956K 0.98%
+47,196
33
$937K 0.96%
+3,908
34
$898K 0.92%
+17,365
35
$869K 0.89%
+2,722
36
$807K 0.83%
+18,366
37
$789K 0.81%
+39,964
38
$775K 0.79%
+4,882
39
$738K 0.76%
+14,170
40
$719K 0.74%
+8,557
41
$691K 0.71%
+6,224
42
$627K 0.64%
+7,597
43
$620K 0.64%
+11,375
44
$611K 0.63%
+53,630
45
$597K 0.61%
+9,839
46
$591K 0.61%
+11,861
47
$530K 0.54%
+3,900
48
$524K 0.54%
+11,057
49
$496K 0.51%
+5,849
50
$496K 0.51%
+7,758
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